Capturing and Serving the Wealth Management Client Today and Tomorrow
CEO, Synergystics Research Corporation
Jorge G. Möller
Executive Vice President and Director of the Retail Digital Segment, BBVA Compass
Head of Marketing, Chase Wealth Management
This presentation will focus on the wealth management client, how to sell to them, what they like and dislike and what they want next. The wealth management industry continues to be transformed. Some developments may have a radical impact on the economic model for client engagement. The struggle by wealth management providers to differentiate themselves in the marketplace has never been more apparent or more challenging. Our observations will be based on recent HNW and mass affluent market research and experiential data from two large bank wealth management providers.